Planning for care. For life.

The Value of Work, and Preserving Benefits

Ann Koerner

The Value of Work, and Preserving Benefits

For individuals with special needs, the transition to adulthood can be especially daunting because of vocational challenges and management of essential disability benefits.

Upon completion of...

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Client with Mental Illness and A Diminishing Family Trust

Ann Koerner

Client with Mental Illness and A Diminishing Family Trust

Summary:

A bank trustee had recently run an analysis of a client’s trust funds and came to a disturbing realization: The 48-year-old man diagnosed with schizophrenia was facing rising long-term...

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Case Study – An Immediate Return on Investment

Ann Koerner

Case Study – An Immediate Return on Investment

Summary:

An initial investment of $2000 in NCA consulting services resulted in over $11,000 in back Social Security benefits paid and ongoing Social Security payments of $770/month from this point...

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A Winning Strategy: The Special Needs Trustee and Family Team

Ann Koerner

A Winning Strategy: The Special Needs Trustee and Family Team

For individuals with special needs that are fortunate to have a Special Needs Trust fund, there can be challenges to the relationship between primary family caregivers and the trustee. There is a...

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Maximizing Benefits for Special Needs – Medicaid Waiver Services

Ann Koerner

Maximizing Benefits for Special Needs – Medicaid Waiver Services

Do you need specialized support services for an individual with special needs?

Medicaid Waiver Programs offer a unique opportunity for individuals with special needs to take advantage of Federal...

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Navigating K-12 Education with a Special Needs Child

Ann Koerner

Navigating K-12 Education with a Special Needs Child

All parents hope to raise their children in a way that maximizes their potential. Parents spend endless hours helping their sons and daughters to become educated, well mannered, thoughtful adults...

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